Professional Portfolio Management Service
Affordable high quality asset management. Available to all. No minimum.
“In late 2019, Anglia Advisors was approved to offer Dimensional Fund Advisors (DFA) investments to clients using our existing investment platform. To me, this represented a major milestone in the evolution of the firm. I have always been proud of the quality of the many investment resources made available to our clients, but with Anglia Advisors now able to offer DFA investments in managed portfolios on that very same platform that can also now offer integrated no-fee Checking and High Yield Savings accounts, I truly believe that our savings, investment and retirement planning service has now moved to a whole new level.” - Simon Brady, CFP®, founder and principal of Anglia Advisors.
While this platform is ideal for younger professionals in their 20s, 30s and early 40s in prime wealth accumulation mode, it is also the perfect investment option for fee-conscious individuals of any age or families at any generational stage with significant investable assets. We provide highly cost-effective, evidence-based, tax-conscious, understandable yet extremely compelling investment management with full fee-transparency and without any of the unnecessary and expensive injections of product complexity and commission-generating, conflicted security selection and excessive trading in search of transactional income offered by most investment advisors.
Our platform uses the latest in financial technology, an intuitive client dashboard, simple one-time deposits and withdrawals, recurring auto-deposit capability for multiple frequencies and including an award-winning mobile app. Return-enhancing and risk-control features such as automated smart rebalancing, tax minimization algorithm, tax impact preview, automated tax harvesting and automated tax co-ordinated asset location are included for no additional charge. A variety of portfolio styles are available; growth-tilted, value tilted, smart beta, Socially Responsible Investing/ESG, internationally focused etc.
PROFESSIONAL PORTFOLIO MANAGEMENT SERVICE FEATURES
Full discretionary asset allocation, portfolio construction, asset management and rebalancing by an experienced CFP® professional investment manager
Direct discretionary management of taxable brokerage accounts, Traditional IRAs, Roth IRAs, SEP-IRAs, Inherited IRAs, trust accounts etc.
Ongoing direct access to your CERTIFIED FINANCIAL PLANNER™ portfolio manager to discuss all your managed investments, including by means of an encrypted, archived text messaging system available to send secure private messages and instructions
No minimum investment requirement, fees charged as a percentage of assets managed, with break points for larger balances
Available as an addition to any of our financial planning services or as a standalone service with no financial planning services required
Unlimited multiple different goals with associated appropriate and customized asset allocations recommended for each goal
Integrated High Yield Savings account to ensure that cash positions earn up to 5-10x the rate of return of traditional bank savings accounts. No fees are ever charged on this balance.
Integrated checking account with worldwide zero cost ATM fees. No fees are ever charged on this balance.
As an approved DIMENSIONAL FUNDS ADVISORS (DFA) advisor, we can offer all DFA funds within our managed portfolios
A mobile app that can become the hub of your financial life
Zero platform or account maintenance fees
Zero transaction fees
Zero-cost daily rebalancing, both at a portfolio level (for all portfolios) and at a security level (for DFA portfolios only)
Zero-cost automated recurring contributions
Tax optimized automated sales-lot selection
Available Socially Responsible Investing (SRI)/Environmental, Social and Governance (ESG) low-cost portfolios
Available Factor-Based ("Smart Beta") portfolios
Fractional share purchases and sales to ensure easy and effective dollar-cost-averaging and less cash drag on the portfolio
Charitable donation optimization
Personalized proprietary Anglia Risk Score
Fully paperless electronic onboarding, performance data and document management system
Electronically-delivered tax forms that can be simply downloaded and sent to a tax preparer or imported directly into Turbo Tax, H&R Block or TaxACT software
Fiduciary management and best interest obligation at all times
Available concierge-style onboarding with Charles Schwab if our platform is unavailable or not advised due to your circumstances